Update CRM deal stages when project tasks complete
When a milestone task is completed in Scoro, automatically update the deal stage in Microsoft Dynamics 365 to keep sales reps informed.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Scoro Explore Scoro →
TriggersFires when a new task, job or item is created in Scoro.
Fires when a task in Scoro is marked complete.
Fires when a task's due date in Scoro is coming up.
Fires when a task, job or project changes status in Scoro.
Creates a new task, job or item in Scoro.
Updates a task's status or assignee in Scoro.
Posts a comment on a task in Scoro.
Assigns a task in Scoro to a team member.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new contact or lead is added to Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal or record to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
More Scoro + Microsoft Dynamics 365 workflows
Generate project tasks when deals are won
When a deal is won in Microsoft Dynamics 365, automatically create a project task in Scoro to kick off client onboarding.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Scoro, automatically log the activity in Microsoft Dynamics 365 on the customer record.
See details
See all Scoro + Microsoft Dynamics 365 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update CRM deal stages when project tasks complete” between Scoro and Microsoft Dynamics 365?
Yes — describe it in the box above and Knit's Integrations Agent researches Scoro and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Scoro and Microsoft Dynamics 365 help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Microsoft Dynamics 365 automatically spin up project tasks?
Yes, when a deal is won or changes stages in Microsoft Dynamics 365, you can instantly create initial project tasks in Scoro.